WFA
TTE icon

West Financial Advisors’s TotalEnergies TTE Stock Holding History

West Financial Advisors’s Portfolio TTE Stock Details TTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-23
Closed -$1.5K – 236
2025
Q4 		$1.5K Buy
+23
New +$1.45K ﹤0.01% 206
2024
Q4 		– Sell
-353
Closed -$22.8K – 222
2024
Q3 		$22.8K Buy
+353
New +$24K ﹤0.01% 121

Other funds holding TTE

Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

West Financial Advisors's TTE Position: Q1 2026 in Review

West Financial Advisors sold out of TotalEnergies (TTE) in Q1 2026, closing a stake of 23 shares — an estimated $1.5K sold.

West Financial Advisors first reported a position in TTE in Q3 2024 and held it in 2 quarters. The position peaked at $22.8K in Q3 2024. 1,022 funds tracked by Wall St. Rank hold TTE as of Q1 2026.

  • West Financial Advisors reported no remaining TotalEnergies position as of Q1 2026 after selling out during the quarter.
  • West Financial Advisors sold 23 TotalEnergies shares in Q1 2026, an estimated $1.5K.
  • West Financial Advisors first reported a position in TotalEnergies in Q3 2024 and held it in 2 quarters.
  • West Financial Advisors's TotalEnergies position peaked at $22.8K in Q3 2024.
  • 1,022 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.